Wellington-smith Foundation

JUNO BEACH, FL EIN: 65-0395143

Wellington-smith Foundation is a private foundation, based in JUNO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $49K in total assets. In 2024, it awarded 2 grants totaling $4K. Net investment income was $860.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$49K

-6.8% YoY

Annual Giving

$4K

+75.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+75.0% YoY

Under IRS private-foundation payout rules, Wellington-smith Foundation reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Wellington-smith Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $13K (100%)

States

Florida

Cities

Pembroke ParkWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$48,659	$52,215	$55,648
Revenue	$1,145	$-287	$-46
Expenses	$4,701	$3,146	$3,441
Qualifying Distributions	$4,355	$2,814	$3,110
Net Investment Income	$860	—	—
Distributable Amount	$3,260	$2,622	$2,742

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Lord's Place ($1,750), Feeding South Florida ($1,750).

Recipient	Purpose	Amount
THE LORD'S PLACE WEST PALM BEACH, FL	PROVIDE FOR THE HOMELESS	$1,750
FEEDING SOUTH FLORIDA PEMBROKE PARK, FL	FEED THE NEEDY	$1,750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BARBARA SMITH	PRES/SEC/TRE	—	—
SEAN SMITH	DIRECTOR	—	—
STACEY SMITH MCNAMARA	DIRECTOR	—	—
CHRISTOPHER SMITH	DIRECTOR	—	—

Frequently Asked Questions

How large is Wellington-smith Foundation?

As of 2024, Wellington-smith Foundation holds $49K in total assets with $1K in annual revenue. It awarded 2 grants totaling $4K in 2024.

Where does Wellington-smith Foundation operate?

Wellington-smith Foundation has awarded grants in Florida.

What size grants does Wellington-smith Foundation award?

In 2024, Wellington-smith Foundation awarded 2 grants totaling $4K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Wellington-smith Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wellington-smith Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.